Having established a balanced scorecard framework in a College to measure performance at Course Team or College level in 'traffic light' terms Scorecard can then:

Create hard copy performance reports for meetings at Department or College level;

Compare the performance of Course Teams and create a Scorecard for a Department; and/ or

Determine and monitor action points and action plans for Course Teams, Departments or the College as a whole.

Click an image to enlarge - If necessary Click for Options>Allow blocked content>Yes

Many Colleges find that the 'View Scores' screen displays information which makes a useful to addition to their own reports, and for submission to management meetings. Scorecard offers a feature to export the image of this screen to, for example, MS Word;

Go to 'File > Screen Information Export' then select the area to be captured with the rectangle and 'Right Click > Copy Image to Clipboard'. The image can then be pasted into documents and printed as required.

A range of performance report documents can also be prepared using the 'Print' feature on the menu bar.

Having opened the 'Print' feature click 'Reports' for the list of all the existing reports, including illustration reports. We suggest opening the following illustrative reports for an example of the 6 types of reports which are produced with this particular feature;

Illustration College Scorecard Performance Report.doc

Illustration Course Team Performance Report.doc

Illustration SAR Information Report.doc

Illustration Individual Performance Report.doc

Illustration Related Quality Statements.doc

Illustration Balanced Scorecard Action Plan.doc (this can also be produced from the Action Plan screen)

Use the option buttons to select which type of report to produce, and then select further options to customise the output to reflect its purpose. Note the option to list objectives in order of performance (worst performing first).

The Performance reports include all the information from the 'Performance' screen for key objectives. They are produced automatically into an MS Word table format and can be edited, formatted and spell checked. The report for Course Teams is slightly different to the one for Colleges, as shown in the illustration documents. This report contains a blank column for the addition of performance notes prior to Department meetings.

Action plan reports can only be produced after action points are recorded. Action Points can be recorded for any key objective by clicking the 'Action' button on the 'Performance' screen.

The action points screen enables up to 5 action points to be set for each key objective together with the person, or team responsible for the action point, relevant dates and 'mini action plan' can be set for appropriate groups of action points.

Over time progress with a date can be noted.

The action plan feature is designed to organise the action points into a range of action plans. This feature is accessed by clicking 'Action Plan' on the menubar .

Action points can be organised by perspective, responsibility, mini plan or overall.

Clicking 'Compile' on the action plan screen produces the selectedaction plan report in MS Word table format.. The document can be edited, formatted and spell checked. This document is demonstrated by Illustration Balanced Scorecard Action Plan.doc which is in the Reports folder.

Comparing Course Teams and Comparing Departments is an important feature of College Review. We again recommend using the illustration files to view this feature. There are 4 Course Team illustration files in the program (labelled A to D) with the file Illustration Department.adc bringing these files together.

A Select File menu now appears on the menu bar which gives access to all of the individual files in the comparison group including the average, or Department, file. Note that all the targets are stated in the average file. These can be edited.

When creating a comparison/ group file there is the option to lnclude the comments and all the SAR points from the files in the group file. In the average, or department, file these can be edited to provide, for example, a summary of all the SAR points, the source of which can be identified by a Course Team code.

A report in MS Excel can be produced to compare the performance of the Course Teams and state the average for the Department. This is a powerful management report. View the illustration comparison report by going to 'Help>Report Documents', highlight Illustration Comparison of Course Teams Report.doc and clicking 'Open'.

Department files can also be grouped together to compare the performance of Departments, ,show the average for the College and further edit SAR information.